Sandeep R Profile picture
Jun 15 15 tweets 3 min read Twitter logo Read on Twitter
Frog Cellsat
Market Cap ₹ 394 Cr.
Stock P/E 23.0 , ind PE 43
Zero debt and pledge
Promoter holding 73 pc
#frogcellsat #stockstowatch Image
A thread on their concall -june 15 2023:

Frog Cellsat was founded in 2004, and the've built a strong team with a focus on growth, profitability, and personal development. They have a solid culture, with over 50% of the team working with them for over five years.
They been profitable for 18 out of 19 years, are 100% debt-free, and promoter group holds more than 74% of the company.
The telecom industry is evolving rapidly with 5G, IoT, and high-speed connectivity. Frog Cellsat is at the forefront of this transformation and is ready to make their mark!
Innovation is key for Frog Cellsat. They heavily invest in R&D, pushing the boundaries of what's possible in the telecom industry.
Strategic partnerships are vital to their growth. They've teamed up with an Israeli company to diversify their product portfolio and gain valuable insights.
The first opportunity is the offset opportunity. When foreign companies, like one in Israel, win a project, they need to fulfill a minimum of 30% of the work locally in India.
The second opportunity lies in the new projects being awarded to Indian companies. Indian companies can now form technology tie-ups with foreign companies, manufacture locally, and deliver.
Actively exploring both opportunities and in talks with potential partners. Frog Cellsat is determined to make the most of these prospects in the defense segment. 💪🚀 #DefenseIndustry #Opportunities
With a strong order book and a range of 20+ products in the 5G, defensive, and mobile network spaces, Frog Cellsat is poised for success
Their new manufacturing facility in Noida is making progress. Phase 1 construction will be completed soon, followed by Phase 2. They're expanding to meet their growing needs.
Financially, Frog Cellsat had total revenue of INR 136.2 crores. Despite a slow rollout of 5G products, their EBITDA increased by ~10%, and margins improved.
They're debt-free and ready for the future. With groundbreaking technologies, innovation, and a focus on sustainability, Frog Cellsat is well-positioned for growth opportunities.
They just introduced their new CEO, Mr. Pankaj Gandhi, and their CFO, Mr. CJ Kalra. Both bring extensive industry experience. Congrats on the new leadership
They are expecting 40-50 percent growth in the coming years , sounds unrealistic but having a great vision isn't bad !

Lets Hope for the best in the coming years !
#retweet for max outreach

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